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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
64,512
Value
$32.3M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of BRK.B by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202664,512$32.3M0.3%+1,684+2.7%AddedHolders
Q1 202662,828$30.1M0.4%−4,348−6.5%ReducedHolders
Q4 202567,176$33.8M0.4%+22,793+51.4%AddedHolders
Q3 202544,383$21.7M0.3%+1,214+2.8%AddedHolders
Q2 202543,169$19.9M0.3%+2,123+5.2%AddedHolders
Q1 202541,046$21.9M0.4%+676+1.7%AddedHolders
Q4 202440,370$18.3M0.3%+4,737+13.3%AddedHolders
Q3 202435,633$16.4M0.3%+8,028+29.1%AddedHolders
Q2 202427,605$11.2M0.2%−5,029−15.4%ReducedHolders
Q1 202432,634$13.1M0.3%+10,059+44.6%AddedHolders
Q4 202322,575$8.05M0.2%+2,527+12.6%AddedHolders
Q3 202320,048$7.02M0.2%+3,495+21.1%AddedHolders
Q2 202316,553$5.64M0.2%−235−1.4%ReducedHolders
Q1 202316,788$5.18M0.2%+606+3.7%AddedHolders
Q4 202216,182$5.00M0.2%+960+6.3%AddedHolders
Q3 202215,222$4.07M0.2%+2,496+19.6%AddedHolders
Q2 202212,726$3.47M0.2%+8,394+193.8%AddedHolders
Q1 20224,332$1.53M0.1%+917+26.9%AddedHolders
Q4 20213,415$1.02M<0.1%+3,415NewHolders